Aldrich Wealth, Limited Partnership
● SEC registered since 2008CRD 147200SEC# 801-69190Lake Oswego, OR
Reg. AUM
$7.62B
Employees
42
Accounts
2,477
Location
Lake Oswego, OR
Aldrich Wealth, Limited Partnership assets under management
Aldrich Wealth, Limited Partnership is an SEC-registered investment adviser based in Lake Oswego, OR. The firm has been registered since 2008. It reports $7.6 billion in regulatory assets under management and employs 42 people.
Aldrich Wealth, Limited Partnership owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abbey Rollins Control | Principal | Under 5% | 2022 |
| Akt Services, LLP Control | Limited Partner | Over 75% | 2002 |
| Aldrich Services LLP Control | General Partner | Under 5% | 2007 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Aldrich Wealth, Limited Partnership manage?
Aldrich Wealth, Limited Partnership reports $7.6 billion in regulatory assets under management on its Form ADV.
How many employees does Aldrich Wealth, Limited Partnership have?
Aldrich Wealth, Limited Partnership reports 42 employees.
Where is Aldrich Wealth, Limited Partnership located?
Aldrich Wealth, Limited Partnership is based in Lake Oswego, OR and has been SEC-registered since 2008.
Does Aldrich Wealth, Limited Partnership disclose fund performance?
Aldrich Wealth, Limited Partnership is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5665 SW Meadows Rd, Suite 200, Lake Oswego, OR 97035 |
| Phone | 503-620-5329 |
| Fax | 503-624-1349 |
| Office hours | 8:00 - 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1837869 |
| Discloses disciplinary history | No |
Regulatory AUM
$7.62B▲ 37%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$7.62Bregulatory AUM
Discretionary $6.41BNon-discretionary $1.2B